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| Provider | Service type | Compensation |
|---|---|---|
ADP BROKER-DEALER2+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $350 |
ADP BROKER-DEALER2+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
LPL FINANCIAL2+ years Service code 49 1010 ORANGE AVENUE · WINTER PARK, FL 32769 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,860 | $63,314-90.7% | $91,004-93.6% | $62,293-90.6% |
| Participation rate | 16.7% | 73.3%-56.7pp | 75.6%-58.9pp | 69.5%-52.8pp |
| Annual return | 73.94% | 21.00%+52.9pp | 4.60%+69.3pp | 28.90%+45.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $581 | $2,944-80.3% | $3,548-83.6% | $3,169-81.7% |
| Admin fee / account holder | $12 | $468-97.4% | $5,417-99.8% | $479-97.5% |